bbs-sales
claudeThe California state book, end to end: work the territory that creates the demand, then run the quote desk it feeds. Territory: segment a book into a dated call list, time it to the state budget calendar, brief an agency and a site visit, pressure-test the brief, and write the weekly sales report; Sal plans territory launches and Brenda runs DGS blanket purchase orders. Quote desk: log an inbound RFQ, pull items out of whatever the agency sent (DWR RFQ PDF, Grainger cart, or a screenshot), check DGS BPO eligibility, price it through the Grainger MCP or vendor sourcing, and fill the CDCR and CA compliance packets. Plus Grainger promo pages, and read-only federal lookups: open SAM.gov solicitations and past USAspending awards. Business Central writes, both under the rep's own sign-in and after the rep approves a review sheet by name: enter new products as item cards with a vendor, a sourced cost and the house posting groups (bc-item-entry), and create the customer's sales quote, header and lines, with the SQ number BC assigns read back (bc-quote-entry).
21 skills · 2 commands · 3 agents · hooks